Sites Overview

Definition

A Site is the physical location, an office or building where clients are located. Sites can be created into a hierarchical list that can be multiple levels deep. Once sites have been created, they can be linked to clients and staff.

Icons used throughout HelpMaster

 

Site
Site Hierarchy


Relationship with other HelpMaster entities

 About Sites



The Sites screens are accessed via the Sites icon on the Master toolbar, the Sites option in the Go menu located on the Standard toolbar or by holding down the Ctrl key while entering S.
Details recorded about a site include:

See also

Creating a new Site

Modifying a Site

Deleting a Site

Linking other entities to a Site

Field chooser

 

Clients

Clients Overview